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All Documents

Form Documents

Investments

Application Form Download
B2B Bank Investment Loan Application Download
Movable Hypothec on Investment Securities Download
Pre-Authorized Chequing Agreement Download
TFSA Application Form Download
Transfer Authorization - Registered Investments Download
Transfer Authorization - Non-Registered Investments Download

Fund Documents

Notices

Stone Change of Back Office Notice Download
Letter to Current Investors for Back Office Conversion Download

First National Mortgage Investment Fund

Fund Termination Notice November 2017 Download
Fund Termination Notice December 2017 Download

Fund Essentials

Stone Dividend Growth Class - October 2018 Download
Stone GaleForce Dividend Growth Pool - October 2018 Download
Stone EuroPlus Fund - October 2018 Download
Stone Global Growth Fund - October 2018 Download
Stone Global Balanced Fund - October 2018 Download
Monthly Performance & Fact Sheet - October 2018 Download
Stone Select Growth Class - October 2018 Download
Stone Growth Fund - October 2018 Download

Stone GaleForce Dividend Growth Pool

2017 Annual Financial Statements Download
2018 Interim Financial Statements Download
Offering Memorandum Download
Fund Essential - October 2018 Download

Market Commentaries

Quarterly Aviva Commentary - June 2018 Download
Exploring the inplications of Brexit for thge UK economy and markets Download
Stone Investment Group Monthly Commentary - October 2018 Download
Hammond cancels autumn, but winter is here to stay Download
Rathbone Unit Trust Management UK Election Update 2017 Download
Rathbone Unit Trust Management Investment Update - February 2018 Download

Portfolio Notes

Portfolio Notes - October 2018 Download

Stone Dividend Growth Class

2017 Annual Management Report of Fund Performance Download
2018 Interim Management Report of Fund Performance Download
Quarterly Portfolio Disclosure - September 2018 Download
2017 Annual Financial Statements Download
2018 Interim Financial Statements Download
Fund Essential - October 2018 Download

Stone EuroPlus Fund

2017 Annual Management Report of Fund Performance Download
2018 Interim Management Report of Fund Performance Download
Quarterly Portfolio Disclosure - September 2018 Download
2017 Annual Financial Statements Download
2018 Interim Financial Statements Download
Fund Essential - October 2018 Download

Stone Global Balanced Fund

2017 Annual Management Report of Fund Performance Download
2018 Interim Management Report of Fund Performance Download
Quarterly Portfolio Disclosure - September 2018 Download
2017 Annual Financial Statements Download
2018 Interim Financial Statements Download
Fund Essential - October 2018 Download

Stone Global Growth Fund

2017 Annual Management Report of Fund Performance Download
2018 Interim Management Report of Fund Performance Download
Quarterly Portfolio Disclosure - September 2018 Download
2017 Annual Financial Statments Download
2018 Interim Financial Statements Download
Fund Essential - October 2018 Download

Stone Growth Fund

2018 Interim Management Report of Fund Performance Download
2017 Annual Management Report of Fund Performance Download
Quarterly Portfolio Disclosure - September 2018 Download
2017 Annual Financial Statements Download
2018 Interim Financial Statements Download
Fund Essential - October 2018 Download

Stone Select Growth Class

2017 Annual Management Report of Fund Performance Download
Quarterly Portfolio Disclosure - September 2018 Download
2017 Annual Financial Statements Download
2018 Interim Financial Statements Download
2018 Interim Management Report of Fund Performance Download
Fund Essential - October 2018 Download

Regulatory Documents

2017 Fund Change Notice and Circular

Fund Change Notice and Circular Download

IRC Reports

2018 Stone Independent Review Committee Report Download

MRFP and Financial Statements

2017 Annual Financial Statements - All Mutual Funds Download
2017 Annual Financial Statements - GaleForce Dividend Growth Pool Download
2017 Annual Management Report of Fund Performance - Stone Dividend Growth Class Download
2017 Annual Management Report of Fund Performance - Stone EuroPlus Fund Download
2017 Annual Management Report of Fund Performance - Stone Global Growth Fund Download
2017 Annual Management Report of Fund Performance - Stone Global Balanced Fund Download
2017 Annual Management Report of Fund Performance - Stone Growth Fund Download
2017 Annual Management Report of Fund Performance - Stone Select Growth Class Download
2018 Interim Financial Statements - All Mutual Funds Download
2018 Interim Financial Statements - Stone GaleForce Dividend Growth Pool Download
2018 Interim Management Report of Fund Performance - Stone Dividend Growth Class Download
2018 Interim Management Report of Fund Performance - Stone EuroPlus Fund Download
2018 Interim Management Report of Fund Performance - Stone Global Growth Fund Download
2018 Interim Management Report of Fund Performance - Stone Global Balanced Fund Download
2018 Interim Management Report of Fund Performance - Stone Growth Fund Download
2018 Interim Management Report of Fund Performance - Stone Select Growth Class Download

Annual Information Form (AIF)

2018 Annual Information Form - All Mutual Funds Download

Other Regulatories

Trade Matching Settlement Statement Download
Proxy Voting Guidelines Download

Prospectuses & Offering Documents

2018 Simplified Prospectus - All Mutual Funds Download
Stone GaleForce Dividend Growth Pool Offering Memorandum Download

Proxy Voting Disclosure

Proxy Voting Disclosure

Quarterly Portfolio Disclosures

Quarterly Portfolio Disclosure - September 2018 - Stone Dividend Growth Class Download
Quarterly Portfolio Disclosure - September 2018 - Stone EuroPlus Fund Download
Quarterly Portfolio Disclosure - September 2018- Stone Global Balanced Fund Download
Quarterly Portfolio Disclosure - September 2018- Stone Growth Fund Download
Quarterly Portfolio Disclosure - September 2018 - Stone Select Growth Class Download
Quarterly Portfolio Disclosure - September 2018 - Stone Global Growth Fund Download
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